Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Mfam Small-cap Growth Etf (MFMS)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 23    0
Total shares held : 
400,422  
% of shares held : 
11.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  2  
Amount of shares held : 
68,376  
% of shares held change : 
  1.93%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 40,907
 10.22%
 
Increased Positions :
8
 47,962
 11.98%
 
Unchanged Positions :
6
 1,116
 0.28%
 
Decreased Positions :
6
-18,102
-4.52%
 
Closed Positions :
3
-2,391
-0.6%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   LPL FINANCIAL CORP 1926 - 2024-03-31 127,073 $4,050,000 -424
   DAVENPORT & CO LLC 472 - 2024-03-31 54,200 $1,728,000 20,300
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1903 - 2024-03-31 39,979 $1,274,000 -36,507
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1585 - 2024-03-31 38,342 $1,222,000 442
   Mutual Advisors LLC 463 - 2024-03-31 31,678 $1,010,000 17,417
   GTS SECURITIES LLC 662 - 2023-12-31 27,393 $840,000 16,030
   COMMONWEALTH EQUITY SERVICES LLC. 2708 - 2024-03-31 17,512 $558,000 952
   TIEMANN INVESTMENT ADVISORS LLC 99 - 2023-12-31 13,925 $427,000 -750
   CITADEL ADVISORS LLC 3898 - 2023-12-31 11,778 $361,000 11,778
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4032 - 2024-03-31 9,339 $298,000 -19,018
   Fortitude Advisory Group L.L.C. 179 - 2024-03-31 6,791 $216,000 0
   MORGAN STANLEY 5857 - 2023-12-31 2,228 $68,000 -100
   PNC FINANCIAL SERVICES GROUP INC 2833 *New 2024-03-31 2,113 $67,000 2,113
   Advisor Group Holdings Inc. 4935 - 2024-03-31 1,081 $34,000 30
   IFP Advisors Inc 1985 - 2023-12-31 534 $16,000 0
   US BANCORP 3190 - 2024-03-31 413 $13,000 -200
   Nelson Van Denburg & Campbell Wealth Management Gr 1778 - 2024-03-31 400 $13,000 0
   Spire Wealth Management 1774 - 2024-03-31 250 $8,000 0
   BALDWIN BROTHERS INC/MA 587 - 2024-03-31 150 $5,000 0
   CWM LLC 3624 *New 2024-03-31 147 $5,000 147
   ROYAL BANK OF CANADA 6013 - 2023-12-31 100 $3,000 -945
   AdvisorNet Financial Inc 1602 *New 2024-03-31 65 $2,000 65
   Farther Finance Advisors LLC 2715 - 2023-12-31 17 $1,000 0
   Key Financial Inc 1227 - 2024-03-31 15 $0 0
   PROEQUITIES INC. 7987 - 2024-03-31 0 $0 0
   UBS Group AG 8291 *Closed 2023-12-31 0 $0 -1,608
   McGlone Suttner Wealth Management Inc. 829 *Closed 2024-03-31 0 $0 -216

  27 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results